Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple

The AI hardware race is heating up, and NVIDIA is still far ahead. What will it take to close the gap?In this episode, Dylan Patel (Founder & CEO, SemiAnalysis) joins Erin Price-Wright (General Partner, a16z), Guido Appenzeller (Partner, a16z), and host Erik Torenberg to break down the state of AI chips, data centers, and infrastructure strategy.We discuss:Why simply copying NVIDIA won’t work, and what it takes to beat themHow custom silicon from Google, Amazon, and Meta could reshape the marketThe economics of AI model launches and the shift toward cost efficiencyInfrastructure bottlenecks: power, cooling, and the global supply chainThe rise of AI silicon startups and the challenges they faceExport controls, China’s AI ambitions, and geopolitics in the chip raceBig tech’s next moves: advice for leaders like Jensen Huang, Sundar Pichai, Mark Zuckerberg, and Elon MuskResources: Find Dylan on X: https://x.com/dylan522pFind Erin on X: https://x.com/espricewrightFind Guido on X: https://x.com/appenzLearn more about SemiAnalysis: https://semianalysis.com/dylan-patel/Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.